Fortitude Financial, LLC JMEE Holdings History
Number of Shares
67,249.00
Current Holdings Value*
$3.76 Mil
% of Portfolio
3.59%
Total Estimate Gain
$-69,693.01
% of Total Estimate Gain
-1.65%
Fortitude Financial, LLC's JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary
As of 2025-03-31, Fortitude Financial, LLC held 67,249.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $3.76 Mil. This investment constitutes 3.59% of their stock portfolio, and Fortitude Financial, LLC now holds 0.22% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.
The initial trade took place in 2024Q4. And since then Fortitude Financial, LLC has made 1 purchases of JMEE, at an average price of $62.63, for a total of 67,249.00 shares. Based on historical transaction data and JMEE's current price of $61.59, Fortitude Financial, LLC's estimated gain on his JMEE holdings is $-69,693.01, reflecting a -1.65% gain to date.
Fortitude Financial, LLC JMEE ($61.59) Holding Chart
Fortitude Financial, LLC JMEE ($61.59) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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